Tanglewood Wealth Management, Inc. Ishares Tr Transaction History

Tanglewood Wealth Management, Inc.

$829 Million
Q4 2024

A detailed history of Tanglewood Wealth Management, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Tanglewood Wealth Management, Inc. holds 59,957 shares of IEFA stock, worth $4.5 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

59,957

Previous 65,244 8.1%

Holding current value

$4.5 Million

Previous $5.09 Million 17.26%

% of portfolio

0.51%

Previous 0.61%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$70.06 - $77.43 $370,407 - $409,372	-5,287 Reduced 8.1%	59,957 $4.21 Million
Q3 2024 Oct 25, 2024	SELL	$70.09 - $78.74 $204,382 - $229,605	-2,916 Reduced 4.28%	65,244 $5.09 Million
Q2 2024 Jul 25, 2024	SELL	$70.77 - $76.19 $100,918 - $108,646	-1,426 Reduced 2.05%	68,160 $4.95 Million
Q1 2024 May 08, 2024	BUY	$68.14 - $74.43 $22,826 - $24,934	335 Added 0.48%	69,586 $5.16 Million
Q4 2023 Feb 07, 2024	SELL	$61.3 - $70.47 $80,670 - $92,738	-1,316 Reduced 1.86%	69,251 $4.87 Million
Q3 2023 Oct 31, 2023	BUY	$64.04 - $69.58 $254,494 - $276,510	3,974 Added 5.97%	70,567 $4.54 Million
Q2 2023 Aug 04, 2023	BUY	$66.03 - $69.1 $394,265 - $412,596	5,971 Added 9.85%	66,593 $4.5 Million
Q1 2023 May 01, 2023	BUY	$62.17 - $67.7 $738,144 - $803,802	11,873 Added 24.36%	60,622 $4.05 Million
Q4 2022 Feb 06, 2023	BUY	$52.35 - $63.65 $1.19 Million - $1.44 Million	22,656 Added 86.83%	48,749 $3 Million
Q3 2022 Nov 02, 2022	SELL	$52.32 - $63.1 $13.1 Million - $15.8 Million	-251,122 Reduced 90.59%	26,093 $1.37 Million
Q2 2022 Jul 22, 2022	SELL	$57.91 - $70.46 $11.8 Million - $14.3 Million	-203,429 Reduced 42.32%	277,215 $16.3 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $28.5 Million - $34 Million	449,917 Added 1464.24%	480,644 $33.4 Million
Q4 2021 Feb 02, 2022	BUY	$72.36 - $77.76 $2.22 Million - $2.39 Million	30,727 New	30,727 $2.29 Million

Others Institutions Holding IEFA

# of Institutions

2,097

Shares Held

1.49B

Call Options Held

155K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Tanglewood Wealth Management, Inc. Ishares Tr Transaction History